Job Details

Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates Act as a liaison between Market Leaders, Branch/ Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology. Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures. Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects. Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets. Support firm goals to drive adoption around key...Support Manager, Support, Client Associate, Manager, Brokerage, Area Manager, Banking